Top DoD industrial gas manufacturing contractors
In the 12 months ending Oct 5, 2026, the Department of Defense obligated $129.3M in net prime contract dollars under NAICS 325120, down 2.3% from $132.3M in the preceding 12 months. 154 prime contractors received positive obligations, and 8 of them accounted for 80% of that spend.
Prime contracts funded by the Department of Defense. Latest 12 months: Oct 6, 2025 to Oct 5, 2026. Source: USAspending.gov.
DoD publishes contract data to USAspending with a 90-day delay, so the most recent months understate DoD activity.
Obligations by fiscal year
Net prime contract obligations by federal fiscal year (October to September).
Top DoD contractors for NAICS 325120
Ranked by positive obligations in the latest 12 months. Share is of all positive obligations in this market.
| # | Contractor | Latest 12 mo | Prior 12 mo | Share | Rank change |
|---|---|---|---|---|---|
| 1 | Rgas LLC | $40.7M | $8.2M | 31.4% | ▲ 4 |
| 2 | Hudson Technologies Company | $21.7M | $14.0M | 16.8% | — |
| 3 | CF Industries Nitrogen LLC | $14.1M | −$9.3M | 10.9% | New |
| 4 | Airgas USA, LLC | $13.4M | $60.9M | 10.3% | ▼ 3 |
| 5 | Air Products and Chemicals, Inc | $5.4M | $8.8M | 4.2% | ▼ 2 |
| 6 | Nippon Sanso Matheson, Inc. | $3.1M | $4.9M | 2.4% | — |
| 7 | S.J. Smith Co., Inc | $3.0M | $1.1M | 2.3% | ▲ 8 |
| 8 | Monument Chemical Houston LLC | $2.4M | $1.4M | 1.8% | ▲ 4 |
| 9 | The GAS Company, LLC | $1.4M | $1.4M | 1.1% | ▲ 2 |
| 10 | Linde Inc. | $1.3M | $431K | 1.0% | ▲ 17 |
| 11 | Inchcape Shipping Services Dubai LLC | $1.1M | $1.3M | 0.9% | ▲ 2 |
| 12 | Linde GAS & Equipment Inc. | $1.1M | $2.1M | 0.8% | ▼ 2 |
| 13 | Goodrich GAS Inc | $977K | $1.1M | 0.8% | ▲ 4 |
| 14 | Leland Limited Inc | $973K | $446K | 0.8% | ▲ 11 |
| 15 | Big Jet, LLC | $966K | $2.1M | 0.7% | ▼ 6 |
What changed in the last 12 months
Contractors with the largest change in reported obligations versus the preceding 12 months.
Largest gains
- Rgas LLC$8.2M → $40.7M (+$32.5M) · now #1
- CF Industries Nitrogen LLC−$9.3M → $14.1M (+$23.4M) · now #3
- Hudson Technologies Company$14.0M → $21.7M (+$7.7M) · now #2
Largest declines
- Airgas USA, LLC$60.9M → $13.4M (−$47.6M) · now #4
- (RC) 2 Pharma Connect L.L.C.$8.4M → −$330K (−$8.8M) · no latest-period obligations
- Air Products and Chemicals, Inc$8.8M → $5.4M (−$3.4M) · now #5
New to this market
29 contractors received their first obligations in this market (since FY2022) during the latest 12 months. The largest:
| Contractor | First obligation | Latest 12 mo |
|---|---|---|
| The AES Corporation | Jan 14, 2026 | $552K |
| On Site GAS Systems Inc | Jan 28, 2026 | $224K |
| Kidde Technologies, Inc | Oct 9, 2025 | $201K |
| South-TEK Systems, LLC | Jun 25, 2026 | $138K |
| Daijin Co.,ltd. | Apr 25, 2026 | $131K |
| Govaera Inc | Apr 8, 2026 | $113K |
| Statz Corp | Mar 12, 2026 | $86K |
| United Commercial Space Company | Jun 8, 2026 | $76K |
Where the money comes from
Funding sub-agencies within the Department of Defense, latest 12 months. The funding organization can differ from the office that runs the requirement.
| Funding sub-agency | Latest 12 mo | Prior 12 mo | Change |
|---|---|---|---|
| Defense Logistics Agency | $105.1M | $102.7M | Up $2.4M (2.3%) |
| Department of the Army | $9.2M | $9.0M | Up $154K (1.7%) |
| Department of the Navy | $7.4M | $10.6M | Down $3.1M (29.5%) |
| Defense Health Agency | $6.0M | $4.4M | Up $1.5M (34.6%) |
| Department of the Air Force | $1.6M | $5.5M | Down $3.9M (71.3%) |
| Uniformed Services University of the Health Sciences | $21K | $51K | Down $30K (58.5%) |
Potential recompetes
Large awards in this market whose current period of performance ends in the next 18 months. Treat these as research leads: options, extensions, and follow-on vehicles often change the timing.
| Award | Incumbent | Obligated | Current end |
|---|---|---|---|
| SPE4A726F3848 | Hudson Technologies Company 8511962692!HEPTAFLUOROPROPANE | $7.0M | Dec 1, 2026 |
| W912NW22P0020 | Innovative Federal Operations Group, Incorporated DRY ICE BLOCK DELIVERY TO CCAD | $1.2M | Dec 2, 2026 |
| SPE4A726F3966 | Hudson Technologies Company 8511971754!HEPTAFLUOROPROPANE | $9.4M | Dec 7, 2026 |
| W519TC26FA051 | S.J. Smith Co., Inc JMTC IS ENGAGED IN THE ENHANCEMENT OF ITS OPERATIONAL PRODUCTIVITY BY STREAMLINING ITS PRODUCTION LINES FOR BULK GAS INFRASTRUCTURE IN SUPPORT OF THEIR WELDING AND LASER CUTTING… | $1.6M | Dec 29, 2026 |
| HT941023P5002 | RCG of North Carolina, LLC LIQUID OXYGEN FOR BULK GAS | $1.3M | Dec 31, 2026 |
| SPE4A726F3979 | Hudson Technologies Company 8511974363!HEXAFLUOROPROPANE R | $1.6M | Jan 6, 2027 |
| SPE4AX26F102K | Rgas LLC 8512094355!PENTAFLUOROETHANE R | $3.4M | Jun 18, 2027 |
| W81K0022P0205 | Linde GAS & Equipment Inc. BAMC/SAMMC MEDICAL GAS AND AIR | $1.9M | Sep 30, 2027 |
| SPE60126FK30B | CF Industries Nitrogen LLC 8511786832!FUELS, LUBRICANTS, OILS, AND | $12.5M | Sep 30, 2027 |
Common questions
Who are the top DoD contractors for NAICS 325120?
In the latest 12 months, Rgas LLC ($40.7M), Hudson Technologies Company ($21.7M), CF Industries Nitrogen LLC ($14.1M) received the most DoD obligations for industrial gas manufacturing.
How concentrated is this market?
The eight largest primes held 80.0% of positive obligations, and Rgas LLC alone held 31.4%. 29 contractors won their first obligations in this market during the latest 12 months.
Are any large DoD NAICS 325120 contracts ending soon?
9 of the largest awards in this market reach their current end date in the next 18 months. The first is SPE4A726F3848 (Hudson Technologies Company, $7.0M obligated), ending Dec 1, 2026. An end date is a research lead, not a confirmed recompete: options and extensions often move it.
Related markets
NAICS 325120 across all agencies
NASA · NAICS 325120
$133.9MVA · NAICS 325120
$23.2MHHS · NAICS 325120
$6.5MFigures are net obligations on prime contracts (award types A–D) from USAspending.gov, grouped by funding agency and the NAICS code on each award. Net obligations include deobligations and corrections, so they can differ from positive-obligation totals. See methodology.
Ready to connect your pursuit work?
GovEagle gives BD directors, capture managers, and proposal teams one AI workspace from pipeline through proposal, with CMMC/FedRAMP Certified compliance built in.